Robert Jon Stanton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → Present
  Raymond James Financial Services
  Newport Beach, CA
• 03/2009 → Present
  Stanton & Castleton, Inc.
  Laske Forest, CA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Newport Beach, CA

Previous Registrations

• 2001-04-20 → 2003-06-02
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA

Other Businesses

(1)Name of Business: Portfolio Design - PSDS Design Inc. Address: 1 Orchard Road Suite 130, Lake Forest, CA, 92630, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/16/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will be doing some computer work at home...IF we get any response to our web presence. To this point my father and I developed the tool and I built a website on and off for the last year. If we have sales, I will send them the tool output via emal. (2)Name of Business: Stanton & Castleton Inc Address: 1 Orchard Ste 130, Lake Forest, CA, 92630-8314, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/18/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: RJFS independent branch

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-28
• S63 Uniform Securities Agent State Law Examination
  1984-08-16

Other Names

• Bob Stanton
• Robert Joe Stanton